Select the ready product file in one of the formats supported by the system for importing files.
Specify the format of the uploaded file:
Comma Separated
Semicolon Separated
Tab Delimited
Click on the “Next Step” button.
Map each column inside the file to the corresponding field inside the system.
Name: Represents the column for product and service names.
Description: Represents the column describing the products and services.
Product Code: Represents the column to register the SKU Code, and it can be left empty for the system to assign the code according to the product’s serial system.
Barcode: Represents the column containing product and service barcodes as they will be used in sales, purchases, and inventory monitoring processes.
Type: Represents the column that determines the nature of the item (value “1” means a product, value “2” means a service).
Retail Price: Represents the column for product and service selling prices.
Buy Price: Represents the column for product purchase prices.
Minimum Price: The column specifying the minimum selling price for the product.
Tax1: The column for choosing the product’s primary tax.
Note: The values in the columns are represented sequentially according to the order of the tax in the “Tax Settings” list from top to bottom.
Tax2: The column for choosing the product’s secondary tax.
Note: The values in the columns are represented sequentially according to the order of the tax in the “Tax Settings” list from top to bottom.
Category: Represents the column for product and service categories.
Brand: Represents the column for product brands.
Warehouse: Represents the column containing the warehouse value for the product.
Note: The values in the columns are represented sequentially according to the number of warehouses added in the account, e.g., main warehouse number “1”, second warehouse number “2”, third warehouse number “3”, etc.
Supplier: Represents the column for the supplier’s name.
Stock Level: The column that contains the available quantity of the product in stock.
Track Stock: Represents the column containing the confirmation value of tracking inventory for the product (value “0”: without inventory tracking, value “1”: inventory tracking).
Note: If there are “Custom Fields” in the product file, similar fields will appear in the menu, and their values are represented by defining additional columns in the file.
You can click on the checkbox “Update an existing Product with new data” to update the previously saved product list.
Click on the “Import” button.
The program will provide a clear statement of the successfully imported records, updated records, and rejected records for any reason.
(1) Supported formats for importing include .CSV, .XLS, .XLSX.
Click on the download link to download a ready version of the product import file in CSV format.
